Developing ethical, competent professionals for the business of wealth.
The Institute of Wealth and Strategic Asset Management promotes excellence in wealth management, strategic asset management, investment practice, financial planning, estate planning, and sustainable asset stewardship.
Equipping professionals with the knowledge, ethical standards, and practical competencies to create, preserve, manage and transfer wealth.
IWSAM was established to promote excellence in wealth management, strategic asset management, investment practice, financial planning, estate planning, and sustainable asset stewardship. We provide internationally relevant professional qualifications, executive education, certification programmes, research, and continuing professional development.
We serve professionals across banking, investment management, insurance, pensions, corporate finance, real estate, government, consulting and academia — wherever wealth is created, preserved, managed, or transferred.
Our vision and mission
Our Vision
To be Africa's leading professional institute and a globally respected centre of excellence for wealth and strategic asset management — recognised for developing ethical professionals, advancing professional knowledge, and promoting sustainable wealth creation.
Our Mission
To develop competent and ethical wealth and asset management professionals through professional education, internationally benchmarked qualifications, research, certification, advocacy, and continuing professional development — while contributing to economic growth and sustainable financial prosperity.
Our core values
Eight principles that shape how the Institute operates and how our members are expected to conduct themselves.
Integrity
Honesty and sound ethical judgement in every professional act.
Professionalism
Discipline and conduct that reflects the standards of the Institute.
Excellence
A relentless pursuit of the highest technical and ethical standard.
Innovation
Advancing new thinking in wealth and asset management practice.
Leadership
Guiding the industry with vision, accountability and example.
Respect
Valuing every client, colleague and community we engage with.
Sustainability
Stewarding wealth and assets responsibly for the long term.
Lifelong Learning
Continual growth across the full length of a member's career.
To be Africa's leading professional institute and a globally respected centre of excellence for wealth and strategic asset management.Our Vision Statement
What our members and learners gain
A membership built to serve a working professional across the full length of their career — not just at the point of qualifying.
Internationally recognised qualifications
Credentials benchmarked to standards respected across African and international markets.
Industry-focused curriculum
Built around real practice, taught through case studies rather than theory alone.
Experienced practitioners and facilitators
Learn directly from professionals with senior, hands-on experience in the field.
Executive education and corporate learning
Intensive programmes for senior practitioners, plus bespoke solutions for organisations.
Research and publications
Applied research that keeps members current on wealth creation and sustainable stewardship.
Continuing Professional Development
Structured CPD that keeps competence current across a full career, not a one-time exam.
Professional networking
Access to a community of practitioners across banking, investment, insurance and beyond.
Ethical leadership development
A grounding in the conduct expected of professionals trusted with other people's futures.
Career advancement support
Guidance and recognition designed to move a member forward at every career stage.
